Investment management is one of the most important aspects contributing to financial growth and achieving economic objectives, both at the individual and institutional levels. This process requires a deep understanding of financial markets, risk analysis, portfolio diversification, and the ability to make strategic decisions that yield optimal returns. The "Fundamentals of Investment Management" course, offered by the British Academy for Training and Development, aims to provide participants with the basic knowledge and essential concepts to help them make informed and effective investment decisions.

The course covers a range of fundamental topics that help participants build a strong foundation to manage their investments more efficiently and intelligently, enhancing their ability to analyze investment opportunities and face challenges in financial markets.

Who Should Attend?

• Individuals interested in starting their personal investments.

• Professionals responsible for managing investment portfolios in companies.

• Financial analysts and investment consultants.

• Anyone interested in learning the basics of investment and developing skills in this field.

Knowledge and Benefits:

After completing the program, participants will be able to master the following:

• Provide participants with a fundamental understanding of investment concepts and tools.

• Teach participants how to analyze investment opportunities and assess risks.

• Introduce participants to diversification strategies and how to use them to build a balanced investment portfolio.

• Empower participants to make informed investment decisions to achieve optimal returns.

• Highlight how to track financial markets and understand various performance indicators.

• Introduction to Investment and Its Objectives

  • What is investment?

  • Financial objectives of investment.

  • The difference between investment and speculation.

• Types of Investments

  • Stocks and bonds.

  • Investment funds and real estate.

  • Alternative investments: gold, cryptocurrencies, etc.

• Investment Risks

  • Market risks.

  • Risks associated with financial instruments.

  • How to reduce risks through diversification.

• Financial Markets and Their Types

  • Primary and secondary markets.

  • Regulated and unregulated markets.

  • The impact of economic news on markets.

• Basic Financial Instruments

  • Stocks: Definition and basics.

  • Bonds: How they work and where to invest.

  • Investment funds: Types and advantages.

• Market Indicators

  • Understanding stock market indices.

  • How to analyze market reports.

  • The role of indices in evaluating overall market performance.

• Investment Risk Analysis

  • Definition and types of risks.

  • Measuring risks using financial tools.

  • Risk analysis techniques such as sensitivity analysis.

• Investment Decision-Making Methods

  • How to define investment objectives.

  • Analyzing returns versus risks.

  • Tools used for making informed investment decisions.

• Principles of Timing Investments

  • Analyzing economic conditions.

  • The role of timing in investment decisions.

  • How to manage the right timing for investments in the markets.

• Diversification Concept and Its Importance

  • How to reduce risks through diversification.

  • Diversification within different asset classes.

  • Diversification between local and international assets.

• Designing a Balanced Investment Portfolio

  • How to allocate investments between stocks, bonds, and real estate.

  • Asset allocation according to personal goals.

  • Techniques for portfolio balancing.

• Rebalancing and Adjusting the Portfolio

  • How to review the portfolio periodically.

  • Adjustment strategies to maintain the desired balance.

  • Adapting to economic changes and financial markets.

• Monitoring Financial Markets Effectively

  • The importance of tracking financial and economic news.

  • Tools for real-time market analysis and tracking.

  • Predicting future market trends.

• Evaluating Investment Portfolio Performance

  • How to measure returns and performance.

  • Using key performance indicators.

  • Analyzing performance under different economic conditions.

• Strategies for Adapting to Market Changes

  • How to adjust investments during challenging times.

  • Strategies for dealing with market fluctuations.

  • Maintaining strong performance during economic recessions.